Using Parts Analysis

Using Product Level Filters
Using Part Filters
AND, OR, MISSING PAIRING filters
Creating Marketing Lists from Parts Analysis
Running Parts Analysis Reports

The Parts Analysis screen allows you to run queries on your sales based on almost limitless conditions.

The information you are given is Customer, Branch , Account Manager, SIC Code, Date of Invoice, Invoice Number, Release Number, Quantity sold on that invoice, Part number, Sell $, GP$ and GP% 

The graphic above shows the different criteria you can filter Parts by, either separately or combined together, to give you just the information you are needing.  In the above example we are filtering all PVC (Product Level 3) Product sold to customers of Jack Boman between January 1, 2000 and December 31, 2001.

Using Product Level Filter-  By filtering by product level you can determine your part sales right down to manufacturer (Product Level 3). 

In order to filter by specific Product levels you must choose the levels in order of 1,2,3.  First select Product Level 1 and then Product Level 2 and then you are able to select from Product Level 3. 

• For example, if you want to run a report for all Sylvania Lamps sold between January 2000 and December 2000 you first select Lamps in  Prod Level 1, then select select Lamps in Prod Level 2. Product Level 3 then shows the manufacturers who fall under Lamps. Choose Sylvania and click run

Using Part Filter- You can filter by specific part numbers to find out the purchasing customer. This is extremely useful when marketing a new product based on sales of a particular product.

Hint:  The % symbol is used as a wildcard.

The example above shows a filter for all customers who purchased F96 OR F40 lamps ...

AND, OR, MISSING PAIRING Searches

        This filter allows you to filter by particular part number(s) using OR, AND and Missing Pairing

Or Statement – All order line items that contain the following Parts

• And Statement- All Customer that purchased all of the following Parts

• This allows you to filter all customers who purchased Item #1 AND Item #2 as in the example below. Here we are filtering for all customers who have purchased both part #’s that start with 800H AND 800T
• Notice that we used the wildcard % in our part number filter. The wildcard can be used as such
• 800T% - All part numbers that begin with 800T
• %TN2% - All part numbers that contain TN2 together in the part number
• %8032 – All part numbers ending in 8032
• You can only search 2 items at the same time

• Missing Pairing- All Customers that purchased the 1^st item but not the 2^nd
  
  
  
• This allows you to filter all customers who purchased Item #1 but have not yet purchased  Item #2 as in the example above. Here we are filtering for all customers who have purchased items that start with 800H but have not purchased items beginning with 800T
• Notice that we used the wildcard % in our part number filter. The wildcard can be used as such
• 800T% - All part numbers that begin with 800T
• %TN2% - All part numbers that contain TN2 together in the part number
• %8032 – All part numbers ending in 8032
• You can only search 2 items at the same time
  

TIP: Missing Pairing filters are helpful in locating customers who have purchased a product but not the commodity items needed to use the item as in the case with Labeling Tools. The customer may have purchased the Labeling Tool from you but are not purchasing the labels themselves.  This will help you identify the customer and create a marketing list

Printing Reports

To print your filtered results click "File" "Print" "Parts Analysis Report"
The resulting report will be generated in Excel where you can add, remove or manipulate the report to suit your needs.